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Centers for Medicare & Medicaid Services Electronic Submission of Medical Documentation (esMD) 2/6/2015 CMS Enterprise Identity Management (EIDM) Getting Started with EIDM
Centers for Medicare & Medicaid Services
Electronic Submission of Medical Documentation (esMD)
2/6/2015
CMS Enterprise Identity Management (EIDM)
Getting Started with EIDM
2/6/2015 Table of Contents
Table of Contents
Appendix A: New User Registration.............................................................................4
Appendix B: Registered User Login Instructions.....................................................10
List of Figures
Figure 1: CMS Enterprise Portal Page.............................................................................3
Figure 3: Your Information Page......................................................................................5
Figure 4: Choose User ID and Password Page................................................................6
Figure 5: Account Confirmation Page..............................................................................7
Figure 6: CMS Enterprise Portal Page.............................................................................8
Figure 7: Terms and Condition Page...............................................................................9
Figure 8: Enterprise Portal Log In Page..........................................................................9
Figure 9: CMS Enterprise Portal Welcome Page...........................................................10
Figure 10: Access Catalog Page...................................................................................11
Figure 11: Select Role Page.........................................................................................11
Figure 12: Request New Application Access Page.......................................................12
Figure 13: Business Contact Information Page.............................................................12
Figure 14: Request New Application Access Review Page..........................................13
Figure 15: Request New Application Access Acknowledgement Page..........................14
List of Tables
No table of figures entries found.
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Appendix A: New User Registration
This appendix provides instructions for creating a new EIDM user account. If you already have an IACS User ID and password, you do not have to register again for another User ID and password. Continue using your IACS User ID and password to log in.
1. To register in EIDM, access the CMS website. Copy and paste the following link in your browser, or press Ctrl and click the link: https://portal.cms.gov.
2. Click the New User Registration hyperlink circled in red in Figure 1: .
Note:
Figure 1: CMS Enterprise Portal Page
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3. After you read the content and agree, select the I Agree to the terms and condition checkbox and click Next button (Figure 2).
Figure 2: Terms and Conditions Page
4. Complete the required fields indicated by an asterisk (*) and the optional fields if desired (Figure 3).
Note: Retype the confirmation email address. Copy and paste is not valid.
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5. Click Next Note: If you click the Cancel button during this registration process, the request will be cancelled and all information that was entered will be lost. The system displays a warning message about your cancellation. Clicking OK confirms that you want to cancel. Clicking Cancel stops the cancellation so that you can continue the registration. If you cancel, you must click OK a second time to close the browser.
If you clicked next, the system validates your SSN and Email address to verify they do not already exist for another EIDM account.
Figure 2: Your Information Page
6. Create your user ID and password on the Choose User ID and Password Page (Figure 4).
7. Complete the Select your Challenge Questions and Answers section (Figure 4).
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Note: These answers will be used to validate your identity if you need to recover your user ID or password using EIDM’s Forgot your User ID? or Forgot your Password? Self-service features
8. Click Next (Figure 4).
Note: You will have to create a User ID and password of your choosing if you do not already have a User ID and password. EIDM allows you to create a User ID up to 74 characters; however, some applications have restrictions on the number of characters, and special characters, you can have in the User ID you create.
Note: For esMD’s EFT server, the user ID is limited to 64 characters and the password is limited to 32 characters.
Figure 3: Choose User ID and Password Page
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9. Click OK on the Account Successfully Create page (Figure 5). You will receive an email acknowledging a successful registration and the email will include your User ID.
Figure 4: Account Confirmation Page
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Appendix B: Request Access to an Application and a Role
For registered users that have EIDM or IACS account, this appendix provides a quick overview of the key steps on how to request access to an application and a role for esMD’s EFT server.
1. If you already have a User ID and password, navigate to https://portal.cms.gov .
2. On the CMS Portal page, select the Login in to CMS Secure Portal Link (Figure 6).
Figure 5: CMS Enterprise Portal Page
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3. Click I Accept button on the Terms and Condition page once you reviewed (Figure 7).
1 EIDM Login issues should be directed to XOSC Tier 1 support at 1-855-267-1515 or [email protected]., Login issues related to Internet Server related to esMD files should be directed at 1-844-CMS-ESMD (1-844-267-3763) or [email protected].
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Figure 6: Terms and Condition Page
4. Click Log In button after you enter your User ID and password (Figure 8). (You can log in with an IACS User ID and password, if you have one).
Figure 7: Enterprise Portal Log In Page
5. On the Welcome to CMS Enterprise Portal page, select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue.
Alternately, you may select Request Access Now to continue.
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Figure 8: CMS Enterprise Portal Welcome Page
6. Scroll Down the side bars on the Access Catalog Page (Red arrow on Figure 10) and find Internet Server (ISV).
7. Click Request Access Button (Circled red on Figure 10).
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Figure 9: Access Catalog Page
8. Select Internet Server User Role from the Select Role Drop Down menu.
Figure 10: Select Role Page
9. Type in EFT in the Business Application(s) Text Box and Provide your reason in the Reason for Request text box.
10. Click Next button once the requested information has been completed.
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Figure 11: Request New Application Access Page
11. Provide your Business Contact Information if it is not already on file (EIDM will prompt you, if this is needed).
12. Click Next button
Figure 12: Business Contact Information Page
13. Review your request information on the review page (Figure 14).
Note: If you need to change anything, click the Edit button to make the change. The New User Registration pages will be displayed to make any changes. However, you cannot change the Email and Confirm Email fields using the Edit button.
14. Click the Submit button if the review information is accurate.
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Figure 13: Request New Application Access Review Page
15. EIDM provides you with a tracking number and emails you when the request has been processed.
Note: Record and use this number when you have questions about the status of your request. You will be contacted by email within 48 hours.
Note: You can print your registration information by clicking the Print icon.
16. Click OK (this is required to complete your request.
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Figure 14: Request New Application Access Acknowledgement Page
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